Head of Global Infrastructure, Ben Morton shares why we see the proposed spending package and tax changes as a clear positive for listed infrastructure. He highlights how the stimulus ties into key themes we’ve highlighted over the past year in decarbonization, data growth and the transport recovery.
This conference looked at whether the COVID crisis has had a pervasive impact on the investment landscape in the short and long term, and asked delegates to question whether some of the investment assumptions used in the past are still applicable in the future. It also looked at the influence of the COVID crisis as an accelerator for certain key themes driving markets; examined the way business is conducted and decisions are made; and tried to predict the impact of technological innovation on businesses, the way we work and the future of the global economy. Importantly it challenged investors to think about what needs to change, and hasn’t yet, and how the crisis can be a catalyst for new and improved business practices and investment allocations.